Business Owners - Financial Engineering, LLC

"Know Your Savings Before You Agree to the Fee" How it works

15-Minute Conversaton

Is there a true need and want to act on a plan.
Hour Long Discussion

Here we discuss in detail your current financial situation and what strategies are in place.
Brief Assessment Time

I assess the facts, wants and what strategies I can put in place for you.
Introductory Fee Presentation - No Commitment

I review the strategies I discovered and you decide if you want to move forward, no commitment.
Put the Plan into ACTION

We work together to put the plan into action & receive financial education as needed.
Yearly Fee Ongoing Service

During the action phase we assess if you'd like an ongoing service. Tax laws, economy & finances change. Disciplined monitoring is the most important piece & most forgotten part.

Tax Strategies

Reduce taxes based on company & personal situation, tax bracket management, investment tax loss harvesting etc.
Retirement Plans for business

solo 401K, 401K, Roth, benefit plans etc.
Health Insurance

Spouses insurance, your own insurance, HSA for future planning etc.
Investment advice & monitoring

Business accounts and or personal accounts.
Life "Risk" Insurance

Term, whole, universal. Business or personal.
Disciplined Financial Monitoring

We work the plan continually & keep you informed now and into the future.
Financial Education

If you understand your plan & become active in it's creation, watching your growth will be enriching.